Cato's Daily — Nvidia's Paranoid Pivot to Three Chips, Iran Escalation · Mar 18 episode artwork

EPISODE · Mar 18, 2026 · 6 MIN

Cato's Daily — Nvidia's Paranoid Pivot to Three Chips, Iran Escalation · Mar 18

from Cato Daily Digest · host Brandon Trew

Nvidia abandons 20 years of one-GPU-fits-all. Thompson reads the Jensen data dump as paranoid survival — ASICs threaten specialized workloads, so Nvidia now sells three chip types. Iran escalation enters its most dangerous phase with cluster munitions hitting Tel Aviv.

Episode metadata supplied by the publisher feed · Published Mar 18, 2026

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Cato's Daily — Nvidia's Paranoid Pivot to Three Chips, Iran Escalation · Mar 18

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